Meet the teams
CEO AND FOUNDER
- Diploma in Financial Planning
- Certified Financial Planner
- Graduate Diploma of Financial Planning
Liam is a member of the Financial Planning Association.
Liam was brought up in the NSW Northern Beaches and enjoys running, being a dad and is ever hopeful of an improvement to his short game.
Partner & Senior Financial Planner
Leon has over 27 years of experience in the financial services industry and is the founder of Pacific Star Financial Planning which was established in 1998. Leon has recently merged his business with MENTOR1 and remains committed to providing his existing and new clients with tailored advice, ensuring peace of mind and financial security.
• Advanced Diploma of Financial Services (Financial Planning)
• Executive Program – Stanford University Business School
Associate Financial Planner with the AFA.
Leon grew up in Ballarat, Victoria. He enjoys running, flying his recreational aircraft and spending time with family.
As Liam’s executive assistant Libby’s strengths are being organised and efficient. She takes pride in dealing promptly with clients correspondence and ensuring everyones needs are met. Libby loves meeting new people and treats everyone like they are part of the family. After running her own business for 10 years she knows, good relationships with clients are everything.
• Business Owner and Founder of Hampsons Homewares
When she’s not being a Mum to her 5 kids, Libby likes to get her Zen on at Yoga and relax down at Fairlight beach on Sydney Harbour.
Client Services Manager
Dragana has been in the financial services industry since 2014, her technical and administrative abilities ensure all client’ financial needs are met seamlessly and with integrity. Dragana loves to help people and enjoys assisting clients from start to finish of the financial planning process.
• Diploma in Banking and Finance
In her spare time, Dragana loves to spend her time with friends and family, going for long walks and socialising.
Ashleigh has been in the financial planning industry for 7 years, her ability to ensure that each client she works with receives a tailored advice experience is a matter of priority. Ashleigh enjoys working closely with clients on cashflow, Insurance, personal investments and Superannuation needs.
• Diploma of Financial Planning
• Graduate Certificate in Financial Planning
• Managed Investments
• Certificate IV in Mortgage Broking and Finance
Ashleigh is a member of the Association of Financial Advisers (AFA)
In her spare time, Ashleigh enjoys spending time with her family, friends and her partner. Typically over a glass of wine and fine foods.
Tracy Phillips JP
Tracy has been working in the financial services industry for over twenty years. She joined the Mentor1 team in 2020 and as practice manager works on implementing policies, procedures and systems to ensure the smooth running of operations.
• Bach. Fine Art (Photography)
Tracy enjoys family holidays, pilates and relaxing by the pool or at the beach.
Tim has been investing for over 20 years. With a large personal portfolio throughout Australia Tim has not only the academic knowledge of how real estate works but has personally lived and breathed the markets performance day in day over this time.
He has personally purchased over 30 properties, and has transacted in every entity and strategy possible, including past and current subdivisions & developments. Tim has developed insightful tools and a systematic planned approach to real estate that he has showcased by writing and conducting workshops & events throughout Australia.
• Licensed Real Estate Agent
• Diploma in Finance & Mortgage Broking
Tim is a member of the Mortgage & Finance Association of Association.
In his spare time, Tim loves to spend his time at his local beach in Freshwater with
his wife and kids and squeezing in the occasional game of golf.
- Qualified carpenter
- Licensed Builder
Away from work, apart from chasing a young family, Nick can be found in the ocean surfing or swimming. Nick is also passionate about developing his knowledge further in the real estate and construction sectors.
• B Commerce
• Chartered Accountant
• Tax Agent
Andrew is a Chartered Accountant and Tax Agent.
Andrew has lived in Sydney for over 20 years and was brought up on the Mid North Coast. Family is important to Andrew, spending time with his kids. He enjoys playing soccer with a good group of friends who have been a team for the past 10 years.
Partner & Mortgage Broker
With over 8 years of experience in the Finance Industry, 20 years Investing in Property & Business, and more than 30 years operating in the Aviation Industry as a Qantas Airline Pilot, Mark Small has a relatively interesting background compared to many other brokers in our network. Mark believes in helping people to achieve their finance goals, and gets them where they need to go – both in location and finance.
• Diploma in Financial Services (Finance & Mortgage Broking)
• Certificate 4 Financial Services (Finance & Mortgage Broking)
• Boeing 737 Captain
Mark is a member of the Mortgage & Finance Association of Australia. (MFAA)
Mark is married with 2 children. Mark is involved in the Curl Curl Long-boarders surfing club with his 14 year old son.
He loves to surf, travel & really enjoys spending time with the family around the Northern Beaches.
Clare has been in the finance industry for five years, with experience in both the bank lending and private lending sectors. She is confident in her ability to structure each loan application in a way that will most benefit the customer. Clare is diligent in keeping across bank policies and the legislative changes to the lending industry, and finding the customer a loan solution.
• Diploma of Finance and Mortgage Broking Management
• Bachelor of Communications (Public relations)
Clare is a member of the Mortgage & Finance Association of Australia (MFAA) and Women in Banking and Finance.
Clare was born and raised in the eastern suburbs of Sydney before making the move to the north shore. She is a keen long distance ocean swimmer and loves a run in the park with her two Great Danes.
Mortgage Broker And Property Planning Specialist
Steve has a passion for property and has worked hard to become a valuable member of the Mentor1 team. Steve works with Mark Small our senior mortgage specialist to ensure our clients get the best loan advice. As well as writing loans Steve and Tim Murphy work cohesively as a team to source and purchase property across Australia.
• Assistant Real Estate Agent
• Certificate IV Finance & Mortgage Broking
Steve is a member of the Mortgage & Finance Association of Association.
You will find Steve tearing up the slopes on his snowboard or hacking up golf courses along the Northern beach.
Start making smarter financial decisions
MENTOR1 today to see how we can ensure you achieve your financial and life goals.